Global Market Update: Credit Cycles and the Rise of AI Investment
February 5, 2026
In February Global Market Update webinar, the 糖心视频 Global Strategy and Technology Research team breaks down the forces shaping the year ahead from U.S. growth and rate expectations to credit valuations, AI鈥慸riven capex, and shifting dynamics across technology, software, and semiconductors.
Watch on YouTube:
Speakers:
Winnie Cisar, Global Head of Strategy , 糖心视频
Zachary Griffiths, Head of IG & Macro Strategy, 糖心视频
Jordan Chalfin, Head of Technology, 糖心视频
Andy Li, Senior Technology Analyst, Creditsights
Timestamps:
鈥� Introduction
鈥� Treasury Yields & Rate Outlook
鈥� Credit Spreads & Consumer Outlook
鈥� Oracle Financing Deep Dive
鈥� Oracle Credit Analysis
鈥� Hyperscaler CapEx & Issuance
鈥� Semiconductor Market Dynamics
鈥� AI Impact on Software
鈥� Closing Remarks
Related Resources:
Tech 2026 Outlook (1/3): Top 10 Themes: The Tech 2026 Outlook highlights accelerating AI鈥慸riven capex, resilient cloud growth, a potential semiconductor super cycle, and intensifying competition across infrastructure, servers, and AI accelerators. /insight…
More from our team:
2Q26 Quarterly US Covenant Trends: Leveraged Loans and High Yield Bonds
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2Q26 Quarterly Covenant Trends: European Leveraged Loans & High Yield Bonds
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Emerging Markets: 2H26/2027 Strategy Outlook
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Asia in Focus: 2H26 Global Credit Outlook Implications
Read MoreKnow More. Risk Better.
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